Dudley & Shanley, Inc. Top Holdings and 13F Report (2025) About Dudley & Shanley, Inc.Investment ActivityDudley & Shanley, Inc. has $647.56 million in total holdings as of December 31, 2024.Dudley & Shanley, Inc. owns shares of 37 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.82% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Dudley & Shanley, Inc. has purchased 36 new stocks and bought additional shares in 4 stocks.Dudley & Shanley, Inc. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings Wheaton Precious Metals $65,746,810Fiserv $36,281,897AON $33,698,905Visa $30,856,881Amphenol $30,485,077 Largest New Holdings this Quarter Ferguson Enterprises $18,984,219 Holding Largest Purchases this Quarter Ferguson Enterprises 109,375 shares (about $18.98M)Donaldson 263,600 shares (about $17.75M)Rollins 11,200 shares (about $519.12K)Kornit Digital 12,500 shares (about $386.88K)Amphenol 580 shares (about $40.28K) Largest Sales this Quarter Wheaton Precious Metals 92,183 shares (about $5.18M)Fiserv 24,243 shares (about $4.98M)Amdocs 36,445 shares (about $3.10M)AON 4,613 shares (about $1.66M)Agilent Technologies 6,700 shares (about $900.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDudley & Shanley, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWPMWheaton Precious Metals$65,746,810$5,184,372 ▼-7.3%1,169,04010.2%Basic MaterialsFIFiserv$36,281,897$4,979,997 ▼-12.1%176,6235.6%Business ServicesAONAON$33,698,905$1,656,805 ▼-4.7%93,8275.2%FinanceVVisa$30,856,881$15,802 ▼-0.1%97,6364.8%Business ServicesAPHAmphenol$30,485,077$40,281 ▲0.1%438,9504.7%Computer and TechnologySCIService Co. International$29,777,090$659,872 ▼-2.2%373,0534.6%Consumer StaplesRYANRyan Specialty$29,602,205$15,398 ▼-0.1%461,3814.6%FinanceADIAnalog Devices$26,059,4940.0%122,6564.0%Computer and TechnologyWSTWest Pharmaceutical Services$25,766,197$809,073 ▼-3.0%78,6614.0%MedicalAMEAMETEK$25,113,102$21,271 ▼-0.1%139,3163.9%Computer and TechnologyDHRDanaher$25,079,9440.0%109,2573.9%Multi-Sector ConglomeratesECLEcolab$24,569,155$23,432 ▼-0.1%104,8533.8%Basic MaterialsAVTRAvantor$22,884,6960.0%1,086,1273.5%MedicalROLRollins$21,124,012$519,120 ▲2.5%455,7503.3%ConstructionPGRProgressive$20,237,461$11,981 ▼-0.1%84,4603.1%FinanceAWKAmerican Water Works$20,029,6940.0%160,8943.1%UtilitiesDOXAmdocs$19,188,938$3,102,927 ▼-13.9%225,3813.0%Computer and TechnologyFerguson Enterprises$18,984,219$18,984,219 ▲New Holding109,3752.9%COMDCIDonaldson$18,100,312$17,753,460 ▲5,118.4%268,7502.8%Industrial ProductsSCHWCharles Schwab$17,790,7460.0%240,3832.7%FinanceALSNAllison Transmission$17,732,3220.0%164,0972.7%Auto/Tires/TrucksFELEFranklin Electric$17,673,6290.0%181,3612.7%Industrial ProductsWSOWatsco$12,038,2280.0%25,4031.9%ConstructionKAIKadant$11,212,1750.0%32,5001.7%Industrial ProductsKRNTKornit Digital$8,419,174$386,875 ▲4.8%272,0251.3%Industrial ProductsNXENexGen Energy$8,151,6090.0%1,236,5001.3%Basic MaterialsAAgilent Technologies$6,609,528$900,078 ▼-12.0%49,2001.0%Computer and TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$5,597,0460.0%46,9000.9%ETFMSFTMicrosoft$4,870,011$12,645 ▼-0.3%11,5540.8%Computer and TechnologyHEIHEICO$4,647,8170.0%19,5500.7%AerospaceGNRCGenerac$3,046,732$666,715 ▼-18.0%19,6500.5%Industrial ProductsPHOInvesco Water Resources ETF$2,156,5960.0%32,7800.3%ETFORAOrmat Technologies$2,092,5480.0%30,9000.3%Oils/EnergyROPRoper Technologies$1,325,6170.0%2,5500.2%Computer and TechnologyENPHEnphase Energy$467,0240.0%6,8000.1%Oils/EnergyOCULOcular Therapeutix$138,3480.0%16,2000.0%MedicalATHA Energy Corp.$7,3990.0%19,0000.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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